News
Tesla primed to conquer stronger demand with Giga Shanghai output levels: Barclays
Tesla is primed to conquer what Barclays believes is an indication of stronger demand for vehicles coming from its Giga Shanghai production plant in China after it was revealed earlier this week the facility was running at full capacity.
After several reports of production volume cuts earlier this year, it seems Tesla is pushing Giga Shanghai to max capacity in order to handle what is assumed to be increased demand in China and other markets that the plant exports to.
The automaker has had strong insurance registration figures but has also dealt with an influx of competitors offering less expensive EVs.
Now that Tesla is through the first half of the year, the company may be preparing to handle what could be higher demand based on the fact that the factory is running at what Chinese media said was full capacity.
Analysts at Barclays believe the increased production capacity points to higher demand as long as inventory levels are low, in a recent note to investors.
The firm stated the production levels in China “indicate stronger demand,” which would see Tesla potentially reach higher delivery levels in the second half of 2024.
Through the first half of the year, Tesla has delivered 830,766 cars, putting it at a pace of just over 1.6 million for 2024. This would be a decline compared to 2023 when Tesla reported 1.81 million vehicle deliveries.
Of course, Tesla noted in its Q4 2023 Shareholder Deck to investors that the development of the next-gen platform could bring a “notably lower growth rate” in 2024 compared to 2023:
“Our company is currently between two major growth waves: the first one began with the global expansion of the Model 3/Y platform, and the next one we believe will be initiated by the global expansion of the next-generation vehicle platform. In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023 as our teams work on the launch of the next-generation vehicle at Gigafactory Texas.”
Tesla will unveil its Robotaxi in the coming months. The event was set for August but was delayed due to CEO Elon Musk’s requested design changes.
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News
Tesla’s latest Robotaxi job posting takes the whole program a step forward
On Tuesday, Tesla posted a new job for a Senior Insurance Claims Specialist, Robotaxi, the first of its kind.
Tesla’s latest Robotaxi job posting goes beyond what has been posted in the past and truly takes the entire program a step forward.
Tesla has been hiring some employees for Robotaxi, but a vast majority of the job postings have been related to Vehicle Operator positions, meaning the people who are Safety Monitors or Validation Vehicle Drivers.
Some job postings have hinted at Robotaxi expanding to new cities.
However, on Tuesday, Tesla posted a new job for a Senior Insurance Claims Specialist, Robotaxi, the first of its kind.
The job description says the employee will “oversee the company’s corporate insurance, risk management and surety programs across all business components.” Additionally, it says the position plays “a critical role in managing incident reporting a claim processes for Tesla Robotaxi and ride-hailing operations.”
🚨Buckle up — shit’s about to get real.
Tesla hires Senior Robotaxi Insurance Claims Specialist. pic.twitter.com/RAdjJCYCeS
— Tesla Yoda (@teslayoda) November 5, 2025
Essentially, Tesla could be looking to prepare for when it eventually will have to take liability for accidents completely. This would be when the company launches fully autonomous vehicles, meaning Cybercab and the Robotaxi program, specifically. It would also include passenger vehicles with Full Self-Driving.
Tesla is currently operating a Robotaxi program in Austin, Texas, as well as a ride-hailing platform in the California Bay Area.
These programs are the company’s first foray into ride-hailing, with or without someone in the driver’s seat of the vehicle. In Austin, Tesla operates most of its rides without a Safety Monitor in the driver’s seat. Only freeway routes require the Monitor to be directly behind the wheel.
In California, someone sits in the driver’s seat at all times.
The job posting seems to indicate that things could be relatively close in terms of solving self-driving, especially if Tesla is looking to fill a role that would handle autonomous insurance claims.
Of course, it will take Tesla to solve autonomy, and with the company aiming to start Cybercab production (without a steering wheel) in Q2 2025, it surely feels like it is on the brink of something great.
News
Tesla snags Lamborghini alum to help in newly entered market
Tesla has snagged a Lamborghini alum to help with its entrance into a new market, which has proven to be an intricate situation for the automaker.
A report from Bloomberg states that Tesla has hired Sharad Agarwal, who was formerly employed by the Italian luxury carmaker, to run its operations in India. With Lamborghini, he was employed to handle operations in India.
Tesla launches in India with Model Y, showing pricing will be biggest challenge
Tesla has gone through quite a few different team members with its launch in India, starting with a few hirings a few years ago, well before the company actually committed to selling cars in the country.
The move helps Tesla streamline its executive decision-making process, as it previously had employees in India reach out to managers based in China, among other areas. Agarwal will be stationed in India and will handle the company’s operations.
Tesla’s mentality behind the strategy is to have local leadership, something that seems to cater to the market specifically.
Tesla had previously put Isabel Fan, the manager of Southeast Asia for the company, in the position. However, Tesla seemed to want someone who was more permanent and would be dedicated to India exclusively.
India has the largest population on Earth and has a massive automotive market for that reason. Tesla stands to gain a lot from a strong performance in India, and its clean energy vehicles could help with pollution of all kinds in the region.
Tesla’s path to entrance in the Indian market was a long one, as the company tried for nearly ten years to get into the elusive region. Back in 2016, CEO Elon Musk said Tesla “would love to be in India,” teasing the Model 3.
By 2017, Tesla had met with officials from the country, but tried to get import duties down to nothing from 100 percent.
Indian authorities denied Tesla’s request.
For years, Musk met with Prime Minister Narendra Modi to try and iron out a deal of some sort. Nothing truly came to fruition, at least until last year, when real movement started.
By 2024, India had introduced a strategy to reduce import duties for some companies, which was enough for Tesla to make a move. It is now 2025, and the company still has not committed to building a factory in the region. However, it is not completely out of the question.
News
Tesla Sentry Mode helps lock up drive-by shooting suspect in Seattle
“A nearby Tesla actually captured the video that showed a man crouched behind a vehicle firing gunshots. A lot of vehicles record, and officers know that Teslas, especially, record, so we use that video all the time in these instances.”
Police in Seattle, Washington, are crediting Tesla’s well-known Sentry Mode for helping find a suspect in a drive-by shooting case.
A 21-year-old was arrested for an alleged drive-by shooting in the Pioneer Square neighborhood of Seattle this past Sunday, and the leads on the case seemed to be slim.
However, a Tesla parked nearby was able to record the shooting, as well as the car that the suspect hopped in after the crime occurred. It helped police identify the person they were looking for.
Seattle Police Department Detective Brian Pritchard said to MyNorthwest that the Tesla was a critical part of finding the suspect and placing him under arrest:
“A nearby Tesla actually captured the video that showed a man crouched behind a vehicle firing gunshots. A lot of vehicles record, and officers know that Teslas, especially, record, so we use that video all the time in these instances.”
The Tesla footage helped the Police put the suspect into handcuffs about an hour after the crime was committed. They are currently charged with drive-by shooting and unlawful possession of a firearm.
Tesla Sentry Mode is a security feature the vehicle utilizes to help solve crimes like vandalism, but it is also a cool feature that has caught things like accidents and other incidents on camera.
Many people still do not know about it, including the many vandals who keyed or broke the windows of Teslas earlier this year, as people damaged others’ cars in an act of retaliation against CEO Elon Musk when he became involved in politics.
This is far from the first time Sentry Mode has helped Police Departments solve crimes. Last September, we reported on Oakland’s Police Department in California using Teslas near crime scenes to help solve cases.
Tesla Sentry Mode is Oakland PD’s secret weapon against rising crime
Sergeant Ben Therriault, president of the Richmond Police Officers Association, said, “We have all these mobile video devices floating around,” in reference to the Teslas that sit and capture nearly everything that surrounds them.
Sentry Mode has helped officers arrest a variety of suspects, including several people who were allegedly involved in the murder of a 27-year-old woman in Northern California.
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